Profil
Mr. Blake A. Pratz is a Founder & Managing Partner at Icon Wealth Advisors LLC.
He is a member of the firm’s Investment Committee.
He brings over three decades of financial advisory experience to addressing the priorities and needs of corporate executives, private business owners, ultra high-net-worth individuals and their families.
His clientele all benefit from his commitment to providing exceptional service and the delivery of innovative ideas and investment opportunities.
Mr. Pratz's specialization in the financial issues unique to attorneys has made him the advisor of choice within the Houston legal community.
He also currently lends his advisory talents to an independent company on whose Board he serves.
Prior to launching Icon Wealth Partners, Mr. Pratz founded and led The Pratz Group, a wealth advisory practice within UBS where he was a Senior Vice President.
His tenure at UBS was preceded by nearly twenty years at Smith Barney, ultimately serving as a Senior Vice President in the Wealth Management division.
Postes actifs de Blake Andrew Pratz
| Sociétés | Poste | Début |
|---|---|---|
Icon Wealth Advisors LLC
Icon Wealth Advisors LLC Investment ManagersFinance Icon aims to preserve and compound generational wealth through all of life’s complexities and ever-changing investment markets. | Membre du Comité d'Investissement | 01/08/2022 |
Anciens postes connus de Blake Andrew Pratz
| Sociétés | Poste | Fin |
|---|---|---|
Icon Wealth Partners LLC
Icon Wealth Partners LLC Investment ManagersFinance Icon builds a comprehensive plan that reflects clients’ goals and addresses their precise needs. Their various model portfolios consist primarily of low-cost, exchange-traded funds (ETFs). Their investment strategies are primarily long-term focused, but may buy, sell or re-allocate positions that have been held less than one year to meet the objectives of the clients or due to market conditions. The firm primarily employs fundamental and technical analysis methods in developing investment strategies. | Fondateur | 01/08/2022 |
Formation de Blake Andrew Pratz
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Texas State University
Texas State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Icon Wealth Partners LLC
Icon Wealth Partners LLC Investment ManagersFinance Icon builds a comprehensive plan that reflects clients’ goals and addresses their precise needs. Their various model portfolios consist primarily of low-cost, exchange-traded funds (ETFs). Their investment strategies are primarily long-term focused, but may buy, sell or re-allocate positions that have been held less than one year to meet the objectives of the clients or due to market conditions. The firm primarily employs fundamental and technical analysis methods in developing investment strategies. | Finance |
Icon Wealth Advisors LLC
Icon Wealth Advisors LLC Investment ManagersFinance Icon aims to preserve and compound generational wealth through all of life’s complexities and ever-changing investment markets. | Finance |
















